Private Wealth Advisors (California)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $891K | Hold |
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|
2019
Q1 | $891K | Buy |
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